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Technology Stocks : Quickturn (QKTN) -- Ignore unavailable to you. Want to Upgrade?

To: DGMontana who wrote (170)	10/24/1997 10:08:00 PM
From: Trey Yon	Read Replies (1) \| Respond to of 251

excerpted text from the Synopsis conf. call: "On the verification side of the business, we executed the divestiture of Arkos to Quickturn. We successfully moved about 60% (and we believe these were the top 60%) of employees into other functions in the company and transitioned effectively all key customer situations to Quickturn. We believe that Quickturn should now be extremely well-positioned to dominate the emulation market." Choosing between IKOS & Quickturn is now kind of like choosing to own Intel or Cyrix. IKOS will likely lose VIEW as a result of its merger w/ SNPS; Quickturn is in the passenger seat supplying to the #1(CDN) & 2 (SNPS) players and as so elegantly stated by SNPS management. QKTN will emerge in coming quarters to dominate emulation. IKOS failure to land major new clients and its stumble in Japan are further evidence.

To: DGMontana who wrote (170)	10/29/1997 8:59:00 PM
From: Cosmo Daisey	Respond to of 251

Dave, QKTN getting battered in this market. I cleared my position at $16 and should have switched to short side. The price is looking attractive again at 13.125 but I will watch for now. Fundimentals don't seem to make any difference at this point. Junk going up and good stocks coming down. Take a look at GTW for a promising short. They don't have any sexy technology they just put the pieces together and send them UPS. Wall Mart is selling P133, 2.5 gig, modem, CD, monitor for $900. This is the place for Joe Lunch Pail to buy a computer, he needs to touch it and feel it, a glossy ad in the latest computer magazine confuses him because of the wide array of products. GTW is for experienced users but the market now is for first time home use machines. Chistmas coming up and the chain stores will be full of PC's. Joe L P is comfortable at Caldors or K-Mart. Let me know if you decide to reposition in QKTN Coz